Purchases and Sales Made in Q4 2021 in Spdr S&P 400 Mid Cap Value ETF (MDYV)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Value ETF (MDYV) during Q4 2021. The information is specifically focused on institutions that hold shares of SPDR S&P 400 MID CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.16K- 1.36% |
$77.3K - $84.6K
|
84.2K
$6.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.25K- 14.46% |
$83.3K - $91.3K
|
7.41K
$595K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.38KClosed |
$91.4K - $100K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.4K- 32.79% |
$92.9K - $102K
|
2.86K
$230K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.41K- 6.21% |
$93.9K - $103K
|
21.3K
$1.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.45K- 0.74% |
$96.6K - $106K
|
195K
$15.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.46K- 33.22% |
$96.8K - $106K
|
2.93K
$235K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.5K- 26.07% |
$99.9K - $109K
|
4.26K
$342K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.53K- 9.92% |
$102K - $112K
|
13.9K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.01K- 3.73% |
$134K - $146K
|
52K
$4.17M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.11K- 3.16% |
$140K - $153K
|
64.5K
$5.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.18K- 0.32% |
$145K - $158K
|
684K
$54.9M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-2.97K- 2.05% |
$198K - $216K
|
142K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.22K- 30.33% |
$214K - $234K
|
7.39K
$594K
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
SELL
|
- |
-3.46K- 1.08% |
$230K - $252K
|
317K
$25.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.59KClosed |
$239K - $261K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.69K- 5.69% |
$245K - $269K
|
61.1K
$4.91M
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
SELL
|
- |
-4.7K- 5.04% |
$312K - $342K
|
88.6K
$7.12M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.25K- 55.76% |
$349K - $383K
|
4.17K
$335K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.88K- 21.51% |
$391K - $428K
|
21.5K
$1.72M
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.26K- 1.4% |
$416K - $456K
|
442K
$35.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.21KClosed |
$479K - $525K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-8.01K- 2.53% |
$532K - $583K
|
309K
$24.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-8.05K- 8.74% |
$535K - $586K
|
84K
$6.75M
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-8.55KClosed |
$569K - $623K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-8.95K- 16.28% |
$595K - $652K
|
46.1K
$3.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9.05K- 10.93% |
$602K - $659K
|
73.7K
$5.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.29K- 13.64% |
$618K - $677K
|
58.9K
$4.73M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.67K- 75.82% |
$643K - $705K
|
3.09K
$248K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-11.1K- 98.73% |
$738K - $809K
|
143
$11.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.2K- 3.59% |
$745K - $816K
|
301K
$24.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-14.2K- 1.55% |
$947K - $1.04M
|
902K
$72.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.1KClosed |
$1M - $1.1M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-17.4K- 41.37% |
$1.16M - $1.27M
|
24.7K
$1.98M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-28.5KClosed |
$1.9M - $2.08M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-29.6KClosed |
$1.97M - $2.16M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-30.3K- 17.81% |
$2.01M - $2.2M
|
140K
$11.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-31.7K- 13.86% |
$2.11M - $2.31M
|
197K
$15.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-38.1KClosed |
$2.53M - $2.77M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-42.1K- 6.09% |
$2.8M - $3.06M
|
649K
$52.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-57.7KClosed |
$3.84M - $4.2M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-68.9K- 79.64% |
$4.58M - $5.02M
|
17.6K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-124K- 67.93% |
$8.22M - $9M
|
58.3K
$4.68M
|
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-159K- 74.09% |
$10.6M - $11.6M
|
55.6K
$4.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-367K- 98.65% |
$24.4M - $26.7M
|
5.02K
$403K
|